A printed board pack of charts beside a laptop on a boardroom table
Executive reporting

A report a board will read and a partner can challenge.

Reporting is where most marketing conversations fall apart: too long, too technical, and impossible to verify. AI Growth Director builds the report from the figures it has already reconciled, explains them in plain English and locks the result.

Monthly performance report

Harcourt & Wells LLP · July · published

Demonstration data

Enquiries

184

12.4%

Cost per enquiry

£62

8.1%

Organic clicks

3,940

6.2%

AI citations

41

9 new

Paid search

£11,420 · 42% of enquiries

Organic search

3,940 clicks · 38% of enquiries

Direct and referral

14% of enquiries

Other

6% of enquiries

Commentary

Enquiries rose 12.4% while spend held within 3.2% of the previous month, so cost per enquiry improved to £62. The gain came mainly from conveyancing and employment work; medical negligence remained the weakest area at £224 per enquiry.

Demonstration data. Harcourt & Wells LLP is a fictional firm used to show how the platform presents information. Figures are illustrative and are not any firm's results.

Reports combine verified figures, charts and written commentary, then export to PDF with page numbering.

What is in a report

Six things that make the difference

Nothing here is decoration. Each one exists because reporting usually fails on it.

  • Commentary from your data

    The narrative is written from the figures the platform has verified, not typed up from memory the night before.

  • Charts, not walls of text

    Movements shown with charts and clear up and down indicators so the story is readable at a glance.

  • Composition at a glance

    Where spend, enquiries and visibility sit across channels and practice areas.

  • Published as a fixed record

    Once published, a report is locked. The figures a partner read in March still say the same thing in September.

  • Your branding

    Upload your logo, and for agencies your client's, and the report carries them throughout.

  • PDF export

    Download a clean PDF that breaks at sensible points, with page numbering, ready to circulate.

Honesty in the numbers

Where the data is incomplete, the report says so

A report that quietly averages over missing days is worse than no report. If a period is only partly covered, or a source was disconnected, it is stated on the page.

  • Reporting periods compared like for like, or the difference is stated
  • Missing days and partial coverage named in the report itself
  • Totals summed properly; rates and averages weighted, not averaged twice
  • Figures traceable back to the source they came from
  • Published reports locked so the record cannot drift

For agencies

White-labelled, per client

Publish reports under your agency's brand alongside the client firm's, from workspaces that keep each client's data separate.

Upload your agency logo once, add each client's, and every report you publish carries both. Usage per client is recorded alongside, so you can see what the reporting cycle actually consumes.

Agency proposition
Solicitors reviewing firm growth figures

Board-ready

Reports your partners actually read

Verified figures, plain-English commentary and your own branding, ready to publish or export.

report types
6
export ready
PDF
your branding
White label

Next step

See a report built from your own figures

Connect read only, and we will produce a full report for last month so you can judge it against what you receive today.